Wealth Manager and CEO
Taylor Winn has extensive experience in the financial industry, particularly with high-net-worth individuals and families. He specializes in comprehensive wealth and investment management, 401(K) and retirement plans, distribution through LPL Financial from qualified accounts (generating retirement income) and estate and retirement planning.
Check the background of this investment professional on FINRA’s BrokerCheck.
LPL Registered Operations Manager
Brittany Maragh has been with the firm for over 3 years. She works side by side with Taylor Winn to provide a high-level client experience for clients. She specializes in account services and supports the advisors with trading & rebalancing.
Brittany is a Cum Laude honor graduate from Georgia Southern University and holds FINRA registration Series 7 and 63 through LPL Financial.
Growth Strategist, Financial Analyst
Chase Townsend works with advisors to create customized portfolio solutions that cater to each client’s needs. He prides himself in his ability to combine technology with finance, as well as create synergies that optimize efficiency.
He graduated Cum Laude from Providence College with a bachelors degree in Finance, while also participating in Division 1 athletics. As a member of the men’s soccer team, he won 2 Big East Championships and made 3 NCAA tournament appearances- playing in the Final Four, and the Elite Eight, twice.